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          1. Evolution Global - FileTrac CMS Support
          2. Solution home
          3. Getting to know FileTrac
          4. How to Set up your FileTrac System
          • General
            • FAQ
            • Login Procedures
            • Tech Support
          • New Releases and Announcements
            • Current Announcements
          • Getting to know FileTrac
            • How to Set up your FileTrac System
            • Adjusters Only
            • Alerts, Reminders and General Messages
            • Companies Page
            • Financials, Billing, Invoicing & Timelogs
            • Miscellaneous
            • Personnel Manager
            • Reports
            • Transitioning to the Latest Version of FileTrac
            • Settings Page
            • Tiers 1-4

          How to Set up your FileTrac System

          Support pages to assist with setting up your FileTrac system. Also includes the list of User Roles and User Access for both Clients and Employees.

          • Quick Guide to Setting Up Your FileTrac System
          • Companies and Branches Setup
          • Settings Page Index
          • Creating Standard Services and Fees (Settings Page- Admin Only)
          • Creating a Common Fee Schedule (Settings Page- Admin Only)
          • Creating Custom Services for Companies
          • Creating a Custom Fee Schedule for a Company
          • Adding New Users
          • Understanding Employee User Roles and Access
          • Understanding Client User Roles and Access
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          FileTrac – CMS Support System

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